Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $15,411 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,602 | $26,479+53.3% | $74,723-45.7% | $77,775-47.8% |
| Participation rate | 11.9% | 37.6%-25.8pp | 54.5%-42.6pp | 73.2%-61.4pp |
| Annual return | 29.79% | 38.31%-8.5pp | 753.18%-723.4pp | 32.58%-2.8pp |
| Employer contribution / active EE | $0 | $440-100.0% | $1,084-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $380 | $1,074-64.6% | $1,962-80.6% | $3,966-90.4% |
| Admin fee / account holder | $18 | $119-84.7% | $3,335-99.5% | $100-81.8% |